Panagiotis Plevritis
Investment adviser representative at Brown | Miller Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$991.1MFirm assets
Are you Panagiotis Plevritis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Brown | Miller Wealth Management, LLCAug 2022 to now
- Alma BankOct 2020 to Jul 2022
- UnemployedJan 2020 to Oct 2020
- Jessica WongMay 2019 to Jan 2020
- Scott JacobiMay 2019 to Jan 2020
- Jessica WongApr 2019 to Apr 2019
- Scott JacobiApr 2019 to Apr 2019
- Northwestern Mutual Investment Services LLCMar 2019 to Jan 2020
- UnemployedJun 2018 to Mar 2019
- TD Bank NAMar 2017 to May 2018
- Hofstra UniversityJan 2017 to May 2018
- UnemployedJul 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Brown | Miller Wealth Management, LLC
$991.1MAssets managed
508Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7090005
- Firm CRD
- 305742